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UTI Nifty200 Momentum 30 Index Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 31 |
| Top 10 Stocks (%) | 50.58 % |
| Top 5 Stocks (%) | 27.580000000000002 % |
| Top 3 Stocks (%) | 17.44 % |
Portfolio Aggregates
Large Cap Stocks (%) 65.02
64.0 %
This fund
Vs
65.02 %
Category
Mid Cap Stocks (%)
36.0%
This fund
Vs
34.21%
Category
Small Cap Stocks (%)
0.0%
This fund
Vs
0.77%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Mar 25 | Jan 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Services | 25.01 % | 1,904 Crs | 24.769999999999996 % | 1,822 Crs | 24.630000000000003 % | 1,888 Crs | 26.08 % | 2,162 Crs | 10.72 % | 893.25 Crs | 11.59 % | 941.07 Crs | 11.29 % | 953.78 Crs | 11.14 % | 888.67 Crs | 10.27 % | 784.26 Crs | 10.129999999999999 % | 705.76 Crs | 6.42 % | 403.12 Crs | 6.510000000000001 % | 357.89 Crs | 6.159999999999999 % | 298.58 Crs | 6.22 % | 280.36 Crs | 5.23 % | 215.64 Crs | 5.550000000000001 % | 204.67 Crs | 11.709999999999999 % | 368.91 Crs | 11.3 % | 300.18 Crs | 10.97 % | 290.06 Crs | 11.58 % | 280.25 Crs | 10.92 % | 259.26 Crs | 11.41 % | 259.34 Crs | 9.809999999999999 % | 212.6 Crs | |
| Technology | 22.539999999999996 % | 1,715 Crs | 23.83 % | 1,752 Crs | 25.520000000000003 % | 1,956 Crs | 24.919999999999998 % | 2,065 Crs | 1.34 % | 111.39 Crs | 1.23 % | 100.12 Crs | 1.19 % | 100.91 Crs | 1.16 % | 92.26 Crs | 1.16 % | 88.87 Crs | 1.09 % | 76.1 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Healthcare | 14.76 % | 1,123 Crs | 14.670000000000002 % | 1,078 Crs | 13.939999999999998 % | 1,068 Crs | 13.64 % | 1,130 Crs | 3.58 % | 298.64 Crs | 3.74 % | 304.11 Crs | 3.55 % | 299.24 Crs | 3.7 % | 295.53 Crs | 3.56 % | 271.46 Crs | 3.19 % | 222.25 Crs | 16.13 % | 1,012 Crs | 17.330000000000002 % | 952.76 Crs | 17.99 % | 872.27 Crs | 18.310000000000002 % | 826.49 Crs | 18.35 % | 756.31 Crs | 18.38 % | 678.26 Crs | 7.73 % | 243.3 Crs | 7.5200000000000005 % | 200.11 Crs | 7.790000000000001 % | 205.85 Crs | 7.74 % | 187.36 Crs | 7.89 % | 187.29 Crs | 7.59 % | 172.59 Crs | 4.58 % | 99.34 Crs | |
| Capital Goods | 10.75 % | 817.82 Crs | 10.969999999999999 % | 806.53 Crs | 11.22 % | 860.03 Crs | 11.06 % | 916.99 Crs | 26.149999999999995 % | 2,179 Crs | 24.439999999999998 % | 1,984 Crs | 23.53 % | 1,988 Crs | 23.82 % | 1,902 Crs | 24.55 % | 1,874 Crs | 26.429999999999996 % | 1,841 Crs | 18.830000000000002 % | 1,181 Crs | 16.310000000000002 % | 896.49 Crs | 14.879999999999999 % | 721.26 Crs | 14.479999999999999 % | 653.28 Crs | 14.259999999999998 % | 587.66 Crs | 14.879999999999999 % | 549.4 Crs | 21.81 % | 687 Crs | 21.63 % | 574.88 Crs | 21.839999999999996 % | 577.52 Crs | 23.12 % | 559.47 Crs | 23.56 % | 559.21 Crs | 22.980000000000004 % | 522.05 Crs | 15.690000000000001 % | 339.71 Crs | |
| Automobile | 8.040000000000001 % | 611.81 Crs | 7.789999999999999 % | 573.04 Crs | 8.16 % | 625.58 Crs | 7.6899999999999995 % | 637.3 Crs | 22.21 % | 1,850 Crs | 22.759999999999998 % | 1,847 Crs | 24.43 % | 2,063 Crs | 23.630000000000003 % | 1,886 Crs | 23.75 % | 1,813 Crs | 23.73 % | 1,654 Crs | 22.07 % | 1,384 Crs | 22.189999999999998 % | 1,218 Crs | 23.45 % | 1,136 Crs | 22.650000000000002 % | 1,021 Crs | 22.900000000000002 % | 943.96 Crs | 22.57 % | 832.74 Crs | 13.26 % | 417.47 Crs | 12.89 % | 342.59 Crs | 11.86 % | 313.73 Crs | 11.649999999999999 % | 281.76 Crs | 11.96 % | 283.78 Crs | 11.89 % | 270.36 Crs | 13.49 % | 292.41 Crs | |
| Communication | 6.46 % | 491.8 Crs | 6.26 % | 460.16 Crs | 5.6 % | 429.45 Crs | 4.91 % | 407.23 Crs | 7.550000000000001 % | 628.58 Crs | 7.38 % | 599.46 Crs | 7.34 % | 619.97 Crs | 7.29 % | 581.79 Crs | 6.86 % | 524.31 Crs | 6.779999999999999 % | 473.07 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 4.9 % | 106.25 Crs | |
| Consumer Discretionary | 3.12 % | 237.82 Crs | 3.38 % | 248.21 Crs | 3.09 % | 237.16 Crs | 4.09 % | 339.11 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Metals & Mining | 2.63 % | 200.48 Crs | 3.03 % | 223.04 Crs | 2.76 % | 211.33 Crs | 2.49 % | 206.68 Crs | 4.49 % | 374.16 Crs | 4.49 % | 363.9 Crs | 4.55 % | 384.88 Crs | 4.2 % | 334.84 Crs | 4.18 % | 319.1 Crs | 4.42 % | 308.53 Crs | 2.42 % | 151.81 Crs | 2.47 % | 135.9 Crs | 2.07 % | 100.36 Crs | 2.37 % | 107.03 Crs | 2.39 % | 98.53 Crs | 2.42 % | 89.39 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 1.61 % | 34.78 Crs | |
| Consumer Staples | 2.39 % | 181.72 Crs | 2.23 % | 163.87 Crs | 2.16 % | 165.65 Crs | 2.22 % | 183.65 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 2.61 % | 163.93 Crs | 2.9 % | 159.64 Crs | 2.94 % | 142.53 Crs | 2.8 % | 126.55 Crs | 2.95 % | 121.71 Crs | 3.09 % | 114.03 Crs | 8.02 % | 252.59 Crs | 8.850000000000001 % | 235.27 Crs | 8.690000000000001 % | 229.48 Crs | 9.07 % | 219.52 Crs | 9.44 % | 223.89 Crs | 9.89 % | 224.71 Crs | 6.29 % | 136.22 Crs | |
| Financial | 2.14 % | 162.84 Crs | 2.18 % | 160.6 Crs | 2.02 % | 155.18 Crs | 1.94 % | 161.03 Crs | 10.16 % | 846.93 Crs | 9.54 % | 774.86 Crs | 9.41 % | 795.08 Crs | 10.6 % | 845.58 Crs | 10.96 % | 837.33 Crs | 9.98 % | 696.2 Crs | 12.93 % | 811.84 Crs | 12.969999999999999 % | 713.01 Crs | 12.18 % | 590.73 Crs | 12.51 % | 563.98 Crs | 13.959999999999999 % | 575.53 Crs | 12.639999999999999 % | 466.54 Crs | 32.29 % | 1,017 Crs | 32.43 % | 862.23 Crs | 33.419999999999995 % | 883.29 Crs | 31.240000000000002 % | 755.65 Crs | 30.490000000000002 % | 723.82 Crs | 29.87 % | 678.55 Crs | 28.369999999999997 % | 614.72 Crs | |
| Energy | 2.0300000000000002 % | 153.93 Crs | 0.98 % | 71.77 Crs | 1.01 % | 77.61 Crs | 0.93 % | 77.23 Crs | 8.83 % | 735.78 Crs | 9.61 % | 779.89 Crs | 9.63 % | 814.17 Crs | 8.99 % | 716.86 Crs | 9.15 % | 698.65 Crs | 8.96 % | 625.1 Crs | 4.56 % | 286.35 Crs | 4.83 % | 265.39 Crs | 4.71 % | 228.33 Crs | 4.82 % | 217.33 Crs | 4.72 % | 194.49 Crs | 4.92 % | 181.35 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 4.95 % | 107.2 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 6.46% | 491.8Cr | 4.91% | 5.65% | -- |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 5.52% | 419.83Cr | 5.07% | -- | -- |
| Mahindra & Mahindra Ltd. | Automobile | 5.46% | 415.26Cr | 5.0% | 4.98% | -- |
| Divi's Laboratories Ltd. | Healthcare | 5.08% | 386.95Cr | 4.55% | -- | -- |
| Dixon Technologies (India) Ltd. | Capital Goods | 5.06% | 384.8Cr | 4.92% | 3.0% | -- |
| Tech Mahindra Ltd. | Technology | 4.85% | 368.8Cr | 4.91% | -- | -- |
| Eternal Ltd. | Services | 4.72% | 359.08Cr | 5.04% | -- | -- |
| HCL Technologies Ltd. | Technology | 4.57% | 347.93Cr | 4.99% | -- | -- |
| Bharat Electronics Ltd. | Capital Goods | 4.5% | 342.51Cr | 3.75% | 4.31% | 3.9% |
| Infosys Ltd. | Technology | 4.36% | 331.81Cr | 4.88% | -- | -- |
| The Indian Hotels Company Ltd. | Services | 4.21% | 320.62Cr | 4.19% | -- | -- |
| BSE Ltd. | Services | 4.17% | 317.48Cr | 3.12% | -- | -- |
| Persistent Systems Ltd. | Technology | 4.13% | 314.07Cr | 4.47% | -- | -- |
| Trent Ltd. | Services | 4.06% | 308.94Cr | 4.99% | 6.64% | 5.77% |
| Info Edge (India) Ltd. | Services | 3.34% | 254.16Cr | 3.66% | -- | -- |
| PB Fintech Ltd. | Services | 3.16% | 240.68Cr | 3.66% | -- | -- |
| Coforge Ltd. | Technology | 3.1% | 236.26Cr | 3.67% | -- | -- |
| Vedanta Ltd. | Metals & Mining | 2.63% | 200.48Cr | 2.49% | 3.36% | -- |
| Lupin Ltd. | Healthcare | 2.61% | 198.62Cr | 2.62% | 2.1% | 4.04% |
| United Spirits Ltd. | Consumer Staples | 2.39% | 181.72Cr | 2.22% | -- | -- |
| The Federal Bank Ltd. | Financial | 2.14% | 162.84Cr | 1.94% | -- | -- |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 1.62% | 123.48Cr | 2.15% | -- | -- |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.55% | 117.95Cr | 1.4% | -- | -- |
| Oracle Financial Services Software Ltd. | Technology | 1.53% | 116.3Cr | 2.0% | 1.19% | -- |
| Voltas Ltd. | Consumer Discretionary | 1.5% | 114.34Cr | 1.94% | -- | -- |
| Samvardhana Motherson International Ltd. | Automobile | 1.44% | 109.54Cr | 1.51% | 2.92% | -- |
| One97 Communications Ltd. | Services | 1.35% | 103.12Cr | 1.42% | -- | -- |
| Siemens Ltd. | Capital Goods | 1.19% | 90.5Cr | 2.39% | 4.44% | -- |
| Bosch Ltd. | Automobile | 1.14% | 87Cr | 1.18% | 1.46% | -- |
| Siemens Energy India Ltd. | Energy | 1.03% | 78.19Cr | -- | -- | -- |
| Oil India Ltd. | Energy | 1.0% | 75.74Cr | 0.93% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Siemens Energy India Ltd. | Energy | 78.19Cr | -- | 78.19Cr |
| Dixon Technologies (India) Ltd. | Capital Goods | 384.8Cr | 310.24Cr | 74.56Cr |
| Eternal Ltd. | Services | 359.08Cr | 313.48Cr | 45.59Cr |
| BSE Ltd. | Services | 317.48Cr | 275.34Cr | 42.13Cr |
| Mahindra & Mahindra Ltd. | Automobile | 415.26Cr | 380.4Cr | 34.86Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Infosys Ltd. | Technology | 331.81Cr | 349.65Cr | 17.83Cr |
| Voltas Ltd. | Consumer Discretionary | 114.34Cr | 135.79Cr | 21.45Cr |
| Vedanta Ltd. | Metals & Mining | 200.48Cr | 223.04Cr | 22.56Cr |
| Coforge Ltd. | Technology | 236.26Cr | 263.96Cr | 27.69Cr |
| Siemens Ltd. | Capital Goods | 90.5Cr | 165.6Cr | 75.1Cr |